Filed February 13, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,513 | $49,280-56.3% | $67,313-68.0% | $64,186-66.5% |
| Participation rate | 83.0% | 60.8%+22.2pp | 69.1%+13.9pp | 69.6%+13.4pp |
| Annual return | -7.05% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $549 | $1,668-67.1% | $2,566-78.6% | $2,381-76.9% |
| Participant deferral / active EE | $3,090 | $2,484+24.4% | $3,568-13.4% | $3,470-10.9% |
| Admin fee / account holder | $1,432 | $3,863-62.9% | $4,507-68.2% | $4,888-70.7% |